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Foresight Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Foresight Wealth Management’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-322
Closed -$16K – 128
2019
Q4 		$16K Buy
322
+10
+3% +$492 0.01% 115
2019
Q3 		$15K Buy
+312
New +$15.4K 0.01% 112

Other funds holding VTIP

Fidelity Investments
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Foresight Wealth Management's VTIP Position: Q1 2020 in Review

Foresight Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 322 shares — an estimated $16K sold.

Foresight Wealth Management first reported a position in VTIP in Q3 2019 and held it in 2 quarters. The position peaked at $16K in Q4 2019. 354 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

  • Foresight Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
  • Foresight Wealth Management sold 322 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $16K.
  • Foresight Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and held it in 2 quarters.
  • Foresight Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $16K in Q4 2019.
  • 354 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on Foresight Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.